TFO Wealth Partners’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,340
| Closed | -$245K | – | 43 |
|
|
2025
Q1 | $245K | Buy |
+3,340
| New | +$245K | 0.05% | 37 |
|
|
2024
Q4 | – | Sell |
-3,692
| Closed | -$277K | – | 14 |
|
|
2024
Q3 | $277K | Buy |
3,692
+463
| +14% | +$34.8K | 0.05% | 30 |
|
|
2024
Q2 | $233K | Buy |
3,229
+35
| +1% | +$2.52K | 0.05% | 43 |
|
|
2024
Q1 | $232K | Buy |
3,194
+387
| +14% | +$28.1K | 0.05% | 35 |
|
|
2023
Q4 | $206K | Sell |
2,807
-564
| -17% | -$41.5K | 0.04% | 34 |
|
|
2023
Q3 | $245K | Hold |
3,371
| – | – | 0.05% | 40 |
|
|
2023
Q2 | $245K | Buy |
3,371
+27
| +0.8% | +$1.96K | 0.05% | 37 |
|
|
2023
Q1 | $247K | Buy |
3,344
+3,120
| +1,393% | +$230K | 0.05% | 37 |
|
|
2022
Q4 | $35.2K | Sell |
224
-3,695
| -94% | -$580K | 0.01% | 62 |
|
|
2022
Q3 | $280K | Sell |
3,919
-550
| -12% | -$39.3K | 0.07% | 34 |
|
|
2022
Q2 | $336K | Sell |
4,469
-3,981
| -47% | -$299K | 0.08% | 32 |
|
|
2022
Q1 | $672K | Buy |
8,450
+1,524
| +22% | +$121K | 0.13% | 25 |
|
|
2021
Q4 | $591K | Sell |
6,926
-721
| -9% | -$61.5K | 0.11% | 25 |
|
|
2021
Q3 | $653K | Sell |
7,647
-2,659
| -26% | -$227K | 0.13% | 24 |
|
|
2021
Q2 | $885K | Sell |
10,306
-672
| -6% | -$57.7K | 0.18% | 18 |
|
|
2021
Q1 | $930K | Buy |
10,978
+3,799
| +53% | +$322K | 0.28% | 16 |
|
|
2020
Q4 | $633K | Buy |
7,179
+5,644
| +368% | +$498K | 0.2% | 18 |
|
|
2020
Q3 | $135K | Sell |
1,535
-3,178
| -67% | -$279K | 0.05% | 35 |
|
|
2020
Q2 | $416K | Sell |
4,713
-2,302
| -33% | -$203K | 0.16% | 22 |
|
|
2020
Q1 | $598K | Sell |
7,015
-2,249
| -24% | -$192K | 0.26% | 19 |
|
|
2019
Q4 | $776K | Buy |
+9,264
| New | +$776K | 0.71% | 14 |
|